Vice President, Strategy & Delivery, Personal Banking
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
- Define and lead 3-year core strategy for the Personal Bank across products experience and loyalty expansion
- Act as strategic thought partner to business and product leaders translating insight into clear priorities that align back to objectives and key results (OKRs) and measurable outcomes
- Provide business management support to the EVP Personal banking and to the broader Senior Leadership Team including the regular cadence of management meetings presentations and various executive forums
- Assess and prioritize core strategic programs taking them from concepts to fundable business cases
- Prepare quarterly board materials on strategic progress key decisions and outlook as well as monthly progress updates to business leaders reinforcing transparency and accountability
- Liaise with enterprise strategy and corporate development team to assess new business opportunities for the Personal Bank including M&A activity
- Lead loyalty expansion strategy across all products to ensure rewards are used efficiently and purposefully to drive profitable behaviours critical to achieving commercialization and strategic priorities
- Chair and lead a new governance process for points usage including proposal intake evaluation criteria and decision-making
- Own planning and prioritization of all CapEx for the Personal Bank including leading an intake process with clear frameworks for evaluating proposals ahead of prioritization
- Govern a capital allocation framework aligning investment with strategic priorities and expected outcomes holding business leaders accountable to the business case commitments behind funded initiatives
- Partner with Finance and Digital on budgeting forecasting and ongoing review of capex portfolio
- Evaluate resource demand against available capacity across the Personal Banking Enterprise Technology and vendors and align divisional capex plans with enterprise roadmaps and constraints
- Lead quarterly planning process (QBR) to oversee performance on projects and initiatives and ensure ongoing prioritization and allocation of resources and capital.
- Build and own the reporting against established OKRs as part of the quarterly planning process
- Build trusted relationships with senior leaders across Digital Enterprise Technology Finance Risk and business lines
- Influence and hold accountable senior stakeholders without direct reporting authority
- Apply the Banks risk appetite and culture to strategic capital and delivery decisions ensuring compliance with operational and regulatory requirements
- 10 years in corporate strategy delivery/portfolio management and financial services or a comparably regulated industry
- Experience building or scaling a PMO/delivery function and leading and working in agile operating environments
- Strong financial acumen including capital planning budgeting and forecasting at a portfolio level
- Proven people leadership including building teams from the ground up
- Ability to influence senior executives amid ambiguity
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
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About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
